Business form generation tool and method

By integrating the table format form design tool with the workflow design tool, the process form object templates related to the business are generated, and the problems of insufficient business form design complexity and printing functions in the existing technology are solved, and efficient data processing and User-friendly operating experience.

CN119149541APending Publication Date: 2024-12-17CHANGHE AIRCRAFT INDUSTRIES CORPORATION

Patent Information

Application Number
CN202411269458.7
Authority / Receiving Office
CN · China
Patent Type
Applications(China)
Current Assignee / Owner
Filing Date
2024-09-11
Publication Date
2024-12-17

AI Technical Summary

Technical Problem

The design, configuration and operation of existing business forms have problems such as inability to meet complex business scenarios, insufficient printing functions, not closely integrated with actual business, and unfriendly human-computer interaction.

Method used

Effectively integrate the table format form design tool with the workflow design tool. By obtaining and storing table information, binding predefined storage models and cell formats, configuring the identification and process steps of the workflow template, and generating business-related process tables The form object template is used and a business form is generated based on it to achieve efficient data input, circulation and processing.

Benefits of technology

It improves data input, circulation and processing efficiency, meets the rapid configuration requirements of complex form data, realizes process-driven business form data processing and permission control, and improves the consistency of user operation experience and print results.

✦ Generated by Eureka AI based on patent content.

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Abstract

The invention provides a business form generation method, which comprises the following steps of: acquiring a business form template, and extracting and storing form information from the business form template; binding a pre-defined storage model with the table information, and configuring a pre-defined cell format; obtaining a workflow template, wherein the workflow template proposes an identifier and process steps of the workflow template; binding the identifier of the workflow template with the business form template, and configuring read-write permission and auditing and signing information into the form information based on the process steps; storing the configuration information in a combined manner, and generating a flow table object template related to the business; generating a business form based on the flow table form object template; meanwhile, the invention further provides a business form generation tool.
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Description

Technical Field

[0001] The present application belongs to the technical field of business form generation, and in particular, relates to a business form generation tool and method. Background Art

[0002] At present, for the design, configuration and operation of business forms, the industry basically adopts low-code development and drag-and-drop web form implementation methods. Although this type of business form implementation method has reduced the workload of developers to a certain extent, it has disadvantages such as being unable to meet complex business scenarios, insufficient printing functions, inability to be closely integrated with actual business, and unfriendly human-computer interaction. Summary of the invention

[0003] Purpose of the invention: In order to solve the above-mentioned technical problems, the present application effectively integrates the tabular form design tool with the workflow design tool to improve the efficiency of data input, circulation and processing.

[0004] In a first aspect, the present application provides a method for generating a business form, the method comprising:

[0005] Acquire a business form template, and extract and store form information from the business form template;

[0006] Binding a predefined storage model to the table information and configuring a predefined cell format;

[0007] Obtaining a workflow template, wherein the workflow template provides an identifier and process steps of the workflow template;

[0008] Bind the identifier of the workflow template to the business form template, and configure read and write permissions and review information to the form information based on the process steps;

[0009] The above configuration information is combined and stored to generate a process form object template related to the business;

[0010] A business form is generated based on the process table form object template.

[0011] Preferably, before binding the predefined storage model with the table information and configuring the predefined cell format, the method further includes:

[0012] The storage model is defined according to the business logic; wherein the storage model includes a storage model name and an attribute name, and the model name and the attribute name correspond one-to-one with the table name and the field name of the relational database.

[0013] Preferably, the table information includes coordinate information, cell value range, number of rows, and number of columns.

[0014] Preferably, the configuration information includes configuration information of the storage model and the table information, cell format information, identification of the workflow template and business form template configuration information, and configuration information of the process steps and table information.

[0015] Preferably, after generating a business form based on the process form object template, the method further includes:

[0016] Automatically fill in data based on template rules, store data in a structured manner, verify data, and control data read and write permissions.

[0017] In a second aspect, the present application also provides a business form generation tool, the tool comprising:

[0018] A first acquisition module is used to acquire a business form template, extract and store table information from the business form template;

[0019] A first configuration module, used to bind a predefined storage model to the table information and configure a predefined cell format;

[0020] A second acquisition module is used to acquire a workflow template, wherein the workflow template provides an identifier and process steps of the workflow template;

[0021] A second configuration module is used to bind the identifier of the workflow template to the business form template, and configure read and write permissions and review information to the form information based on the process steps;

[0022] A generation module is used to combine and store the above configuration information to generate a process form object template related to the business;

[0023] The generating module is further used to generate a business form based on the process table form object template.

[0024] Preferably, the tool further comprises:

[0025] A determination module is used to define a storage model according to business logic; wherein the storage model includes a storage model name and an attribute name, and the model name and the attribute name correspond one-to-one with the table name and the field name of the relational database.

[0026] Preferably, the table information includes coordinate information, cell value range, number of rows, and number of columns.

[0027] Preferably, the configuration information includes configuration information of the storage model and the table information, cell format information, identification of the workflow template and business form template configuration information, and configuration information of the process steps and table information.

[0028] Preferably, the tool further comprises:

[0029] The control module is used to automatically fill in data based on template rules, store data in a structured manner, verify data, and control data read and write permissions.

[0030] Beneficial technical effects of this application:

[0031] Mapping business models through pre-defined storage models can meet the needs of automatic collection of various complex form data and rapid configuration of universal storage;

[0032] Integrate workflow technology to drive the processing of business form data and precise control of permissions through processes;

[0033] The informationization of business forms can be realized through low-code or even zero-code configuration functions, so as to quickly realize the informationization of enterprise forms;

[0034] The table form has a clear structure and unified format, and its operation is consistent with commonly used table office software, which improves the user's operating experience. At the same time, it ensures that the printed results are consistent with the form page and maintains the visual consistency of the data. BRIEF DESCRIPTION OF THE DRAWINGS

[0035] Figure 1 It is a flow chart of a method for generating a business form provided in an embodiment of the present application. DETAILED DESCRIPTION

[0036] The present invention provided by the application provides a business form generation tool and method based on table configuration and combined with workflow flow. The business form generation method based on table configuration and combined with workflow flow includes the following steps:

[0037] Design and develop a table-based business form template design tool: support the import of current mainstream table files, and you can also draw them yourself according to business rules in the tool, and provide functions such as custom printing and permission control;

[0038] Extract all information from the business form, including:

[0039] Extract the configuration information of the cell object in the form, including the coordinate information, cell value range, etc.;

[0040] Furthermore, the form template object information is extracted, which is inherited from the cell object, and the configuration information of each cell object of the blank template is clarified;

[0041] Furthermore, the form instance object information is extracted, which records the information of the actual business flow;

[0042] Ensure data accuracy based on a double-check mechanism:

[0043] Optionally, based on the data table settings, when the user completes the form editing, the data type (time, number, character), length and whether it is empty are verified, and a prompt list is given. The user refers to the list to modify the filled information and can interact with the database only after passing the verification;

[0044] Optionally, developers can write code to verify the correctness of the filled information to eliminate the influence of human factors on the accuracy of collected data;

[0045] Optionally, a dedicated query form can be developed using the form dynamic call technology to provide a variety of screening conditions to effectively narrow the data set and thus quickly locate the required data;

[0046] Optionally, during the business process flow, the signature, time, opinion and appeal of the reviewer and other information are automatically extracted and filled into the corresponding cells in the form instance;

[0047] Based on the table-based business form template design tool, it is bound to the business process, and the generation node and operation node of the form are configured. When the business process is initiated, the bound form template information is read from the database to generate a form instance;

[0048] Optionally, through the binding relationship between the parent and child processes in the database, when the child process flows, the information in the form of the parent process can be obtained according to business needs and filled in the child form;

[0049] Preferably, the table-based business form template design tool can be used to manage the addition, deletion, modification and query of all business forms;

[0050] Preferably, through the table-based business form template design tool, when the business changes, the current business form is replaced, and the new version of the form inherits the configuration information of the previous version of the form, which can reduce the workload of repeated configuration;

[0051] Preferably, a web page printing setting function is provided to achieve mapping with the client printing function and solve the problem of inconvenient printing on the web page.

[0052] This application integrates workflow engine technology and uses processes as a driver to achieve precise control of business form data processing, circulation and permissions, while reducing development and maintenance workload by 20%.

[0053] See also Figure 1 , a schematic diagram of a tabular form design process combined with workflow steps is provided for this application example.

[0054] like Figure 1 As shown, the method of the present application example may include the following steps:

[0055] Step 110, obtain the business form template, extract and store the table information, including the coordinate information, cell value range, number of rows, number of columns, etc.

[0056] In this step, the business form template needs to be uploaded to the server for storage. The business form template is a table file, which contains the cell information, cell format and other empty cell information that have been filled with the header content when the template is drawn. The server extracts the key information of the template according to the XML format of the table, including the coordinate information, cell value range, cell format, number of rows, number of columns, etc., and submits and stores it in a structured database. The server can store multiple templates, and each template should have a unique identifier, such as taking a GUID as an identifier, and using the identifier in the structured data storage to ensure that the template file corresponds one-to-one with the stored table information.

[0057] Step 120, binding with the table information according to a predefined storage model, and configuring a predefined cell format.

[0058] In this step, you need to first define the storage model according to the business logic, including the storage model name and attribute name, which correspond to the table name and field name of the relational database one by one, and also expand the business description of the table name and field name. Get the storage model information, bind the attributes of the storage model to the cells in the table where data needs to be stored, and configure predefined cell formats based on business filling needs, such as only numbers, dates, or only drop-down boxes can be selected. The formats include text, dates, drop-down boxes, check boxes, etc. In addition, according to the actual business, each cell needs to be configured with a mandatory option. The default in the configuration item is non-mandatory. When mandatory is configured, if the user fills in the form instance without filling in the relevant content, the unfilled cells will be marked in red, and a prompt message will pop up to block the form instance from continuing to flow.

[0059] Step 130: Bind the obtained workflow template information to the form information, and configure read / write permissions and review information to the form information based on the binding result.

[0060] In this step, the workflow template needs to be drawn in advance. After that, when configuring the form, select the corresponding workflow and obtain the workflow information, store the workflow unique identifier and the table form unique identifier in the database; based on the obtained process step information, configure the process nodes in the workflow as creation permissions or operation permissions, so as to establish the connection between the workflow and the table form. It is worth noting that only one node has the creation permission for a form corresponding to a workflow, bind the process node to the table information, determine the cell or row read and write permissions, and configure the cell to automatically fill in the reviewer, review time, review opinion and other information according to the pre-defined review information format.

[0061] Step 140, the configuration information is combined and stored to generate a process table form object template related to the business.

[0062] In this step, the configuration information includes the configuration information of the storage model and the table information, the cell format information, the identification of the workflow template and the business form template configuration information, the process steps and the table information configuration information. The process form object template includes a table file uploaded to the server and a plurality of structured storage rule data.

[0063] Step 150, generating a runtime instance based on the process table form object template, automatically filling in data based on template rules, storing data in a structured manner, verifying data, and controlling data permissions.

[0064] In this step, one object template can initiate multiple runtime instances. When each instance is running, it first downloads the table template from the server, and then writes the stored data back to the table from the database according to the storage rules. At the same time, the write permission of the cell is controlled according to the permission rules. When the save action is triggered, the data is automatically persisted according to the rules. According to the automatic filling rules, the reviewer, review time and review opinion information are captured and directly filled into the table when the workflow is submitted.

Claims

1. A method for generating a business form, characterized in that: The method comprises: Acquire a business form template, and extract and store form information from the business form template; Binding a predefined storage model to the table information and configuring a predefined cell format; Obtaining a workflow template, wherein the workflow template provides an identifier and process steps of the workflow template; Bind the identifier of the workflow template to the business form template, and configure read and write permissions and review information to the form information based on the process steps; The above configuration information is combined and stored to generate a process form object template related to the business; A business form is generated based on the process table form object template.

2. The method according to claim 1, characterized in that Before binding the predefined storage model to the table information and configuring the predefined cell format, the method further includes: The storage model is defined according to the business logic; wherein the storage model includes a storage model name and an attribute name, and the model name and the attribute name correspond one-to-one with the table name and the field name of the relational database.

3. The method according to claim 1, characterized in that The table information includes coordinate information, cell value range, number of rows, and number of columns.

4. The method according to claim 1, characterized in that The configuration information includes configuration information of the storage model and the table information, cell format information, identification of the workflow template and business form template configuration information, and configuration information of the process steps and table information.

5. The method according to claim 1, characterized in that After generating the business form based on the process form object template, the method further includes: Automatically fill in data based on template rules, store data in a structured manner, verify data, and control data read and write permissions.

6. A business form generation tool, characterized in that: The tools include: A first acquisition module is used to acquire a business form template, extract and store table information from the business form template; A first configuration module, used to bind a predefined storage model to the table information and configure a predefined cell format; A second acquisition module is used to acquire a workflow template, wherein the workflow template provides an identifier and process steps of the workflow template; A second configuration module is used to bind the identifier of the workflow template to the business form template, and configure read and write permissions and review information to the form information based on the process steps; A generation module is used to combine and store the above configuration information to generate a process form object template related to the business; The generating module is further used to generate a business form based on the process table form object template.

7. The tool according to claim 6, characterized in that The tools also include: A determination module is used to define a storage model according to business logic; wherein the storage model includes a storage model name and an attribute name, and the model name and the attribute name correspond one-to-one to the table name and the field name of the relational database.

8. The tool according to claim 6, characterized in that The table information includes coordinate information, cell value range, number of rows, and number of columns.

9. The tool according to claim 6, characterized in that The configuration information includes configuration information of the storage model and the table information, cell format information, identification of the workflow template and business form template configuration information, and configuration information of the process steps and table information.

10. The tool according to claim 6, characterized in that The tools also include: The control module is used to automatically fill in data based on template rules, store data in a structured manner, verify data, and control data read and write permissions.

Citation Information

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